1 Reply Latest reply: Mar 24, 2012 3:23 PM by Robert Kunstelj RSS

how to copy transaction no. into follow-up transaction document

Animesh Shah
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Hello experts,

I have a Sales Order which is created as a follow-up from a Contract.

I need to copy the Contract no. (field OBJECT_ID) into the Sales Order.

I have the following questions regarding this.

(a) Is the field "Ext. Reference" (PO_NUMBER_SOLD) most appropriate field in the Sales Order to copy the Contract Transaction no.?

If answer is 'no', which is the most appropriate field in Sales Order where the Contract transaction no. should be copied as a best practice.

(b) How this copying can be achieved - Is a copying routine required?

I understand that by using spro path "copying control of business transactions"

"source transaction type -> target transaction type", there is a field "Copy PO data".

If I keep this box checked, will the external reference no. of preceding transaction (contract) get copied into target transaction (sales order) ?

I am using CRM 7.0 version